Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,986 | $77,816-22.9% | $123,549-51.4% | $64,181-6.5% |
| Participation rate | 59.3% | 74.7%-15.5pp | 82.3%-23.0pp | 69.6%-10.3pp |
| Annual return | -0.92% | 12.49%-13.4pp | 119.20%-120.1pp | 7.63%-8.6pp |
| Employer contribution / active EE | $1,132 | $3,014-62.5% | $4,628-75.5% | $2,381-52.5% |
| Participant deferral / active EE | $1,619 | $5,240-69.1% | $6,426-74.8% | $3,470-53.3% |
| Admin fee / account holder | $2,470 | $5,519-55.2% | $9,284-73.4% | $4,887-49.5% |